Goldsborough Capital Management (GCM) offers investment advice and manages portfolios for individuals, pension plans, trusts, and other entities. GCM creates tailored investment strategies based on client goals and risk tolerance. GCM may use a sub-advisor to manage client assets. GCM also provides financial planning consulting services including risk assessment, investment planning, and estate planning.
Assets Under Management$9.1M
Clients10
Advisors1
Avg. per Client$910K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | 6.25% |
| $120K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. There is a minimum asset management fee of $375 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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